GIM

Gold Investment Management Portfolio holdings

AUM $298M
1-Year Est. Return 21.66%
This Quarter Est. Return
1 Year Est. Return
+21.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$239M
AUM Growth
+$2.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$154K
3
+$127K
4
HON icon
Honeywell
HON
+$124K
5
LRCX icon
Lam Research
LRCX
+$93.8K

Top Sells

1
+$2.53M
2
+$1.12M
3
+$1M
4
LMT icon
Lockheed Martin
LMT
+$816K
5
TSM icon
TSMC
TSM
+$757K

Sector Composition

1 Financials 26.76%
2 Industrials 14.71%
3 Technology 13.39%
4 Healthcare 6.88%
5 Energy 6.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$25.5K 0.01%
321
+3
152
$23.8K 0.01%
98
153
$23.5K 0.01%
280
154
$20.6K 0.01%
450
155
$20.6K 0.01%
250
156
$20K 0.01%
445
157
$19.8K 0.01%
130
-2,947
158
$19.6K 0.01%
59
159
$18.9K 0.01%
100
160
$18.6K 0.01%
252
161
$16.4K 0.01%
137
162
$13.3K 0.01%
113
163
$13.1K 0.01%
182
-702
164
$12.9K 0.01%
200
165
$11.9K 0.01%
100
166
$10.4K ﹤0.01%
82
167
$8.95K ﹤0.01%
33
168
$8.8K ﹤0.01%
17
169
$8.48K ﹤0.01%
31
170
$8.15K ﹤0.01%
50
171
$7.61K ﹤0.01%
45
172
$7.28K ﹤0.01%
232
+4
173
$7.19K ﹤0.01%
100
174
$6.97K ﹤0.01%
84
175
$6.74K ﹤0.01%
48
5 6
7
8 9